Simplewealth is an automated investment management and a solution provider for money managers. We are based in Zürich, Switzerland and we want to change the way to invest. For finance professionals You spend hours on manual tasks like onboarding, reporting or preparing pitches? We developed a series of tools to automate middle and back office. Invest in client time, not operations. Focus on what matters! Simplewealth for Businesses : https://www.simplewealth.ch/platform/ For investors We aim to be a personal investment advisor, we build a tailored investment profile and invest accordingly. Our service offers a diversified portfolio of ETFs for Swiss residents. Disclaimer and privacy policy: www.simplewealth.ch/privacy-policy
| Website | http://www.simplewealth.ch |
| Employees | 3 (0 on RocketReach) |
| Founded | 2015 |
| Technologies |
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| Industry | Financial Services, Investing, Information Technology, Online brokerage, Wealth Management, Financial advice, Investment Management, Investment Advice, Family office |
| Keywords | Investment Management, Wealth Management, Automated Investing, Portfolio Management, Asset Management, Wealthtech, Robo Advisor, Investment Solutions, Investment Platform, Financial Technology, Digital Advice, Online Investing, Money Management, Portfolio Optimization, Investment Consulting, Algorithmic Trading, Risk Management, Financial Planning, Financial Services, Retirement Planning |
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Simplewealth is based in Zurich, Zurich.
